Credit Assistant

Buckeye Global; Saint Petersburg (FL); Hybrid; USD 52,000 - 64,000; Full time

Job summary

Buckeye Global in Saint Petersburg, FL is seeking a Credit Processing Specialist to safeguard financial health and customer relationships. The role involves reviewing credit/debit requests, ensuring guideline compliance, and collaborating with internal partners to resolve inquiries efficiently.

You will help optimize the credit process, minimize risk, and support Accounts Receivable goals. The position is hybrid in Saint Petersburg, with opportunities to influence cross-functional teams and

Qualifications

• Ability to multitask and manage multiple credit cases.
• Strong independent work ethic and teamwork.
• Knowledge of credit processing guidelines and compliance.

Responsibilities

• Review and verify credit and debit cases for completeness.
• Evaluate eligibility against established criteria.
• Collaborate with internal teams and provide status updates.
• Prepare and submit compliant cases for authorization.
• Maintain accurate records and meet retention policies.
• Process approved credit requests and documentation.
• Partner with departments to resolve customer challenges.
• Participate in reporting and data analysis of credit activities.

Skills

Multitasking

Attention to detail

Independent worker

Team player

Influence and drive

Tools

Salesforce

SAP

Microsoft Office/Outlook

Teams

Job description

Location: Saint Petersburg, FL 33716 (Hybrid)

Note:

• Great attitude
• Results orientated
• Ability to influence

Hiring points for CP Position:

• Ability to Multitask
• Able to focus on repetitive tasks

Knowledge of:

• Salesforce (working from Queues)
• SAP
• Microsoft Office/Outlook
• Teams
• Must be able to work independently but also be a Team Player

Job Summary:

The Credit Processing Specialist plays a vital role in maintaining positive customer relationships and ensuring the financial health of the company. This role involves meticulously reviewing credit and debit requests, ensuring compliance with established guidelines, and collaborating with internal partners to resolve customer inquiries efficiently. The specialist is instrumental in optimizing the credit process, minimizing financial risk, and contributing to the achievement of Accounts Receivable goals.

Key Responsibilities:

• Case Review and Verification: Analyze credit and debit cases for completeness and accuracy. Gather and verify supporting documentation, proactively identifying and resolving discrepancies.
• Eligibility Determination: Evaluate case details against established criteria to determine if we will approve/deny requests accordingly.
• Internal Partnership & Communication: Collaborate closely with internal teams, providing timely updates on case status and responding to inquiries effectively.
• Case Processing & Approval: Prepare and submit compliant cases for appropriate levels of authorization, ensuring adherence to internal procedures.
• Record Management: Maintain accurate and up-to-date records for all accounts and cases, adhering to document retention policies.
• Credit Issuance: Process approved credit requests, preparing any necessary documentation.
• Cross-Functional Collaboration: Partner with various departments to address customer challenges and ensure seamless resolution.
• Reporting & Analysis: Participate in meetings, contribute to reports, and provide data-driven insights related to credit processing activities.